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INFORMATION FOR FIDUCIARIES - Fauquier County

INFORMATION FOR FIDUCIARIES - Fauquier County

INFORMATION FOR FIDUCIARIES - Fauquier

INFORMATION FOR FIDUCIARIES Furnished to Fiduciaries by: Clerk, Circuit Court of Fauquier County 29 Ashby Street, Warrenton, VA . 20186 WHAT IS A FIDUCIARY? For the purpose of these notes a fiduciary can be thought of as a person who is appointed by the Court to handle someone else’s estate or property. Some of the types of fiduciaries are Executors, Administrators, Curators, Guardians, Conservators, Committees, Trustees. Fiduciaries have the duty to administer and account to the Court for assets under their fiduciary control by filing Inventories and Accounts with the Commissioner of Accounts at the following address. GARY M. PEARSON COMMISSIONER OF ACCOUNTS FOR THE CIRCUIT COURT OF FAUQUIER COUNTY 9 Culpeper Street Warrenton, VA 20186 Telephone: 540-347-2660 Hours: 8:30 a.m. - 4:30 p.m. Although a fiduciary is not required to retain an attorney or an accountant to assist the fiduciary in administering an estate, there are many rules and regulations to deal with. And the Court, and the Clerk’s Office, and the Commissioner of Accounts Office cannot be the fiduciary’s reminder system, or prepare the fiduciary’s documents, or be the fiduciary’s lawyer or accountant. For legal or accounting advice, fiduciaries should seek the advice of an attorney and/or an accountant. Consulting with professionals proficient in fiduciary and estate administration matters can avoid many problems that inexperienced fiduciaries face, and it is generally less expensive to do things correctly with proper professional advice the first time. We put this subject of getting proper advice first in these notes because we have found that proper professional advice is the single most important aid to fiduciaries in administering estates. Professional advice costs something, but reasonable costs of same are legitimate expenses payable from the estate assets. And consulting professionals usually saves time and money to the estate and also to the fiduciary personally. This “INFORMATION FOR FIDUCIARIES” document is merely an aid, and it is NOT a substitute for professional help. On the day that fiduciaries qualify before the Clerk: 1. The Clerk gives fiduciaries a hard copy of “Top Rules for Fiduciaries” (found at the following web site) http://www.fauquiercounty.gov/government/departments/circuitcourt/index.cfm?acti on=willsandestates 2. And the Clerk gives fiduciaries hard copies of the Inventory form and the applicable Instructions for Inventory and Instructions for Account from the Virginia Judicial System’s internet site for “Circuit Court Fiduciary Forms” (found at the Ver. 06/26/12.01 Information for Fiduciaries (Page 1 of 18)

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